Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
GLASSMAN WEALTH SERVICES 08-08-2023 06-30-2023 1904 620,275,874
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $116,178,002 285,253 0.02 0.02 -4,278 -1.48 06-30-2023
SCHWAB STRATEGIC TR SCHWAB FDT US LG 2 $82,440,037 1,431,996 0.01 0.01 -13,975 -0.97 06-30-2023
VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 3 $41,153,891 756,366 0.01 0.01 12,227 1.64 06-30-2023
NVR INC COM 4 $35,336,475 5,564 0.01 0.01 -200 -3.47 06-30-2023
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